Onboarding masterclass: Kick off your new client relationships in the right way

Join practice management specialists Senta and proposal software gurus GoProposal for a masterclass on onboarding new clients.

In this 40 minute webinar, we’ll look at best practice of onboarding, how to integrate your onboarding and practice management softwares, as well as mapping out an ideal process for accountants and bookkeepers.

Even if you’re not currently using Senta or GoProposal, you’ll find this a good use of your time. We’ll share real life case studies from accountants are automating their onboarding to save them time and kick off their relationships with new clients in a professional and engaging manner.

For existing clients: You may know about the integration of the two systems, but we want to share with you the hacks that will help with the process, and make your working day a little bit easier.